18 day listing in Taiwan shares rose 100 yuan, to close at 243 yuan, jumping system simulation platform IC Price runner-up design and IC design industry in Taiwan Department of Shares No. 3 position, however was not as expected for Taiwan Department of analog IC design industry and rain equitably, in the face of the European credit crisis variable is not removed, together with the global analog IC market, high inventory Taiwan-based analog IC design industry, days of inventory are constantly rising, the industry worried about the future effects of fear exists in the peak season variables. |
Department of analog IC design industry in Taiwan, who said that the current credit crisis, the European impact on performance, mainly because some customers under a single volume a little adjustment, but this kind of action and downstream motherboard (MB), notebook computer (NB) customers goal of reducing the volume of 5,6-moon, but not too many orders fell extent, the company forecast Q2 target little impact, even as some orders can produce regulating air and makes the consumer Electronic Customers pick up cheap products, do not affect the season due to shortage performance trends.
However, NB analog IC industry pointed out that the volume of customer orders, shipments will follow to make adjustments, although in the short upstream foundry capacity is still lacking, there is no sign of trouble situations, but downstream OEM factory there have been bad news, inevitably to the industry morale floating, even if little effect on the performance in May, but in June the possible impact of operational performance, I am afraid that is still required to observe for a while. Panel analog IC supplier has also stressed that if the wind came again TFT panel price reduction, the upstream component factory will be difficult to lead a good life.
In addition, IDM works with Taiwan in the international system IC design industry by 1 quarter impact of wafer production capacity constraints, coupled with customer continue to make the second half of 2010 pre-season inventory build action for the current analog IC delivery ranged from 10 14 weeks inventory levels in about a half to 2 and a half months between, although this level compared to the peak of the last boom there is still some distance, but the annual average inventory levels in Q2 of view, indeed are high.
IC design industry, who said that manufacturers know that stocks a bit high, so recent for customers, distributors and industry chain inventory levels are very attention, especially in Q1 grab market share, slow movement of international analog IC supply Business, successively re-charge the chips in the second half, the face of continuing international IDM plant capacity out, if the European credit crisis continued to affect local markets and supply chains by end-market demand, the impact of terrorism, coupled with IDM after factory production did not carve out the possibility of turning back, when the global analog IC market, inventory is too high, thereby affecting the peak season effect, which will be critically assessed.
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